IFP Advisors
EVUS icon

IFP Advisors’s iShares ESG Aware MSCI USA Value ETF EVUS Stock Holding History

IFP Advisors’s Portfolio EVUS Stock Details EVUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$6.56K Buy
181
+41
+29% +$1.5K ﹤0.01% 3651
2026
Q2 		$4.92K Sell
140
-196
-58% -$6.73K ﹤0.01% 3805
2026
Q1 		$10.7K Buy
+336
New +$11.1K ﹤0.01% 3113

Other funds holding EVUS

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
eCIO Inc
eCIO Inc Madison, Wisconsin $289M AUM 5.4% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $32.8B AUM 18.62% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

IFP Advisors's EVUS Position: Q3 2026 in Review

IFP Advisors increased its iShares ESG Aware MSCI USA Value ETF (EVUS) stake by 29% in Q3 2026, buying an estimated $1.5K and bringing the position to 181 shares worth $6.56K. The position accounts for ﹤0.01% of the portfolio, ranked #3651.

IFP Advisors first reported a position in EVUS in Q1 2026 and has held it in 3 quarters since. The position peaked at $10.7K in Q1 2026. 125 funds tracked by Wall St. Rank hold EVUS as of Q3 2026.

  • IFP Advisors held 181 shares of iShares ESG Aware MSCI USA Value ETF worth $6.56K as of Q3 2026.
  • IFP Advisors bought 41 iShares ESG Aware MSCI USA Value ETF shares in Q3 2026, an estimated $1.5K.
  • iShares ESG Aware MSCI USA Value ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #3651 holding.
  • IFP Advisors first reported a position in iShares ESG Aware MSCI USA Value ETF in Q1 2026 and has held it in 3 quarters since.
  • IFP Advisors's iShares ESG Aware MSCI USA Value ETF position peaked at $10.7K in Q1 2026.
  • 125 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Value ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.